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accounting firms need marquee clients

businesswoman shakes client's hand across desk, both seated

look at your client base like a bell curve.

by domenick j. esposito
8 steps to great

every ceo i have interacted with over the years looks at the partner complement as those with basic accounting, auditing and tax skills and for brand extension and diversification into higher margin lines of business with advisory and consulting skills.

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the best way for a firm to obtain maximum advantage of their relationships with clients and with attorneys, investment banks, private equity groups and industry peer groups is to have access to all of the firm’s capabilities.
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featured video

haylett: redefine success in retirement | holistic guide to wealth management

the most dangerous day of retirement is a psychological challenge more than a financial one.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

when most people think about retirement planning, they picture spreadsheets and savings targets. but as dan haylett, author of the retirement you didn’t see coming and host of the humans vs. retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. 

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“people focus on the numbers because they think that will solve all their challenges,” haylett says. “but retirement is a complex human problem. spreadsheets will not tell us who we are without a business card or what gets us out of bed in the morning.” 

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outlook & analysis

accounting will see agentic ai

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

pe groups seek their own solutions.

by roman kepczyk
 the rosenberg survey

from my perspective, private equity investments in both firm acquisitions and technology solutions focused specifically toward accounting automation will be a key driver in firm strategic discussions in the next 12 months.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
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as i consult from a technology perspective, i believe we will see significant advances in the use of agentic artificial intelligence solutions being integrated into accounting production processes. agentic solutions work autonomously to complete tasks and can analyze options and redirect themselves, minimizing human interaction until needed.

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advisory & consulting

revenue multiples vs. ebitda multiples

plus how to factor in rias.

by rory henry
the holistic guide to wealth management

why are accounting firms measured in revenue multiples while most other businesses are measured in ebitda multiples?

according to allan koltin, accounting industry transaction guru, there is no better reason than because that’s how we’ve always done it in the accounting profession.

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“accounting firms have zero ebitda; they clear out the register every year,” noted koltin. “when i talk to firms about private equity, i have to walk them back and explain how you’re going to create your own ebitda. and the biggest piece of it is what we call the ‘scrape of partner compensation.’ you’re making $1.2 million. can you live on $800,000 if we move that extra $400,000 into an ebitda category and put a multiple of 7x to 11x on that and get capital gain?” asked koltin.

“partners 55 and older love it. partners who are 35 are not so sure.”
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